VIDEO: Appointment Scheduling – Get The Info Up Front

VIDEO: Appointment Scheduling – Get The Info Up Front

Get as much detail up front BEFORE the customer arrives. This video is presented by BOLT ON TECHNOLOGY.


Your customers have secrets – knowing them will make your day start easier and end happier.

Okay, maybe your CUSTOMERS don’t have secrets, but their cars contain all sorts of information that will make your job easier.  Knowing information about a vehicle before it ever rolls into your shop is important for you to be able to offer quick, concise and professional experiences for your customers.

No matter what method you use to make your appointments – whether it’s a phone call, a text message, an online registration form or even an in-person visit – the real key to a satisfied customer is to get as much information as possible about the vehicle from the customer up front.

What kind of information is important? Are there recommendations for the vehicle? Perhaps the customer had service done previously – did you provide guidance then of repairs that might be needed down the road? Remind the customer that those services didn’t miraculously fix themselves.

Are there any OEM services that are due based on mileage? Recommendations based on the vehicle maintenance schedule will help you be prepared to receive that vehicle when it arrives.

You can easily gather that information when you interact with the customer to schedule the appointment. It’s a matter of asking questions based on the vehicle’s history and mileage as well as the customer’s experiences. But it’s not just asking questions – it’s about listening to the answers.

Heck, it’s just talking right? Everyone can do it. Surprisingly – or maybe not – asking the right questions is often one of the most difficult things for a service advisor to do effectively. If you’re trying so hard not to be pushy or negative, too often a customer service interaction will result in an incomplete job ticket.

By gathering as much detail up front, you’ll be able to build a thorough, accurate report for the customer and your employees BEFORE the car even enters your parking lot. Then, once the customer does arrive you’ll be able to manage the check-in process with no hassle and less stress for all of you. If there are additional services requested, it’s easy enough to add them to the ticket.

This helps you be prepared and in control of the day’s flow and keeps you from becoming overwhelmed during the day.

Especially in these times when customer interaction may be distant or even totally remote, handling their concerns at the beginning means less likelihood of problems at the end. That’s a secret you don’t have to keep to yourself.

This video is presented by BOLT ON TECHNOLOGY.

You May Also Like

Selecting the Right Oil for your Customers Engine

Learn how to educate customers on the importance of OEM specifications and premium lubrication for their vehicles’ maintenance needs.

Of all the services your shop offers. The simple oil change is often the most contentious. No matter what they drive, your customers may think that oil is oil. If it pours out of a bottle they recognize on the shelf in their father's garage or an ad-on tv, it's good enough for their car. The fact is the belief that they're all the same can be shortsighted at best and detrimental to the life of the engine. At worst, modern engines are built to tighter tolerances, and as a result, they rely on specific oil pressures for maximum fuel economy or to support vital systems such as variable valve timing substituting a non recommended viscosity engine Oil can negatively affect fuel economy and emissions, and may actually accelerate wear on critical components. According to the American Petroleum Institute, there are five different groups of base oils used to make today's motor oils based on the refining methods and the properties of the oil.

At the Intersection of Tradition and Innovation with Grace Hovis

Grace Hovis’s journey in Hovis Auto & Truck Supply blends tradition with digital innovation in the automotive aftermarket industry.

Why A 12-volt Battery is Still Essential in EVs

A device similar to an alternator, called a DC-DC converter, charges the 12-volt battery from the high-voltage battery pack.

Turbocharger Maintenance ft. Rein TechSelect Turbo Kits

Learn about common challenges with turbocharger maintenance and how Rein TechSelect Turbo Kitsmake the repair process easier for technicians.

The Standard® Advantage

Standard® knows that what comes out of a repair is directly dependent upon what goes into the box. This video is sponsored by Standard®.

Other Posts

Hybrid Vehicle Fluid Maintenance

There are opportunities your shop can’t pass up just because the car or SUV has a hybrid badge on the back.

Ignition Coil Output

To see inductance inside the primary windings, use an amp probe placed around the positive wire for the ignition coil.

Jump Starting an EV

If an EV with a full battery won’t start, here’s how you can get it up and running.

Diagnosing Intercooler Boost Trouble Code P0299

The criteria for setting the code is very basic.